Insurance Client Advisor: Customer-Driven Growth

Sarkella & Associates

South Lyon (MI)

On-site

USD 40,000 - 60,000

Full time

14 days+
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Benefits offered by this job

License reimbursement
401(k)
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development

Job summary

A local insurance agency in South Lyon is seeking a customer-focused individual to educate clients about insurance options and develop customer relationships. Responsibilities include establishing rapport, providing tailored insurance solutions based on customer needs, and ensuring a proactive approach to service. The ideal candidate should possess strong communication skills, a detail-oriented mindset, and the ability to thrive in a team environment. Competitive salary and benefits are offered.

Qualifications

  • Interest in marketing products and services based on customer needs.
  • Excellent communication skills are necessary.
  • Detail-oriented and proactive in problem-solving.

Responsibilities

  • Establish customer relationships and follow up as needed.
  • Educate customers about insurance options.
  • Develop leads, schedule appointments, and market appropriate products.

Skills

Excellent communication skills - written, verbal, and listening
People-oriented
Detail oriented
Proactive in problem-solving
Able to learn computer functions
Ability to work in a team environment

Job description

A local insurance agency in South Lyon is seeking a customer-focused individual to educate clients about insurance options and develop customer relationships. Responsibilities include establishing rapport, providing tailored insurance solutions based on customer needs, and ensuring a proactive approach to service. The ideal candidate should possess strong communication skills, a detail-oriented mindset, and the ability to thrive in a team environment. Competitive salary and benefits are offered.
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